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Trips Analytics

The reports under this category can be used to analyze the business trips undertaken during a specified period. To view the trips analytics:

Note: Users in custom roles can perform actions and access modules only based on the permissions enabled for them.

  1. Click Admin View.
  2. Go to Analytics on the left sidebar.
  3. Click the analytic report you want to view under Trips.

Trip Details

View a complete summary of the business trips undertaken during a given period. Details regarding the travel type, trip status, destination city, destination country, user who created the trip, approver of the trip, and the budget amount will be listed in the report.

Trip Stage Summary

Get an outlook of all the completed, ongoing, upcoming, and canceled trips of your organization in the form of a chart. Click a stage and get a detailed report of the trips in that stage.

Trip Expense Summary

Get a comprehensive view of all the expenses, including personal expenses incurred by employees during their trips. Details such as trip number, name, booking expenses, per diem allowance, trip expenses, and the total expense amount will be listed in the report.

The Trip Expense Summary report also supports AI-powered features such as forecasting, anomaly detection, and Zia Insights. To use these features, you must first enable them in your organization’s AI Preferences. Here’s how:

  • Go to Settings.
  • Under Organization, select AI Preferences.
  • Enable the toggle next to Zia Forecasting, Zia Anomaly Detection, and Zia Insights, select the preferred AI Provider and Model for the selected features.
  • Click Save.

Forecasting

You can predict or estimate the future trip expenses over a specific period in your organization. Zoho Expense will forecast trip expenses based on historical data to help you plan effectively and make informed decisions.

Note: Forecasting is available in early access. You can write to us at support@zohoexpense.com to enable this feature for your organization.

Here’s how you can forecast the trip expenses:

  • Go to Analytics on the left sidebar.
  • Click Trips under Analytics Category.
  • Click the Trips Spend Summary report.
  • Navigate to the Chart View above the table.
  • Click View Forecast at the right corner. Zoho Expense forecasts future trip expenses using data from the selected date range. You can also create a custom date range. To do this, click the dropdown next to the Date Range and select Custom.
View Forecast
  • Click Display Date By and select whether you want the data to be displayed based on Month, Year, Quarter, or Day.

Zia Insights

Using Zia Insights, you can analyze the report and gain key insights, including future projections, trends, and other key details.

To view Zia Insights:

  • Go to Analytics on the left sidebar.
  • Click Trips under Analytics Category.
  • Click the Trips Spend Summary report.
  • Navigate to the Chart View above the table.
  • Click Zia Insights at the top. Report insights will be displayed on the right pane.
Zia Insights

Anomaly Detection

You can detect anomalies in your trip expenses to identify unusual spends or patterns that deviate from the norm. Zoho Expense analyzes your historical trip expense data and highlights data points that are significantly different from the expected range, helping you spot errors, policy violations, or irregular spending early.

Note: Anomaly detection is available in early access. You can write to us at support@zohoexpense.com to enable this feature for your organization.

To detect anomalies:

  • Go to Analytics on the left sidebar.
  • Click Trips under Analytics Category.
  • Click the Trips Spend Summary report.
  • Navigate to the Chart View above the table.
  • Click View Anomaly at the right corner. Anomalous data points will be highlighted in the chart.

Trip Summary by Report Status

In this report, you can view a chart that displays the status of the expense reports that are associated with the trips raised by the employees. If you click any of the report statuses, that is, Unsubmitted, Submitted, Approved, and Reimbursed in the chart, details regarding the trips to which the expense reports in the selected status are associated will be displayed.

Time Taken for Booking

This report shows the time taken for booking a flight, hotel, train, or bus for a business trip. You can also filter the data by specific interval ranges. To do this:

Note: This analytics report is available only if booking options are enabled for trips.

  • Click Admin View.
  • Go to Analytics on the left sidebar.
  • Click the Time Taken for Booking report under Trips.
  • Click the Interval Range dropdown in the right corner of the page.
  • Enter how many intervals you want and choose the time span (days or weeks) from the dropdown.
  • Click Apply.

Booking Stage Time Summary

View the time taken for adding an option, selecting an option, and booking a ticket for a business trip. Also, the time taken for adding each trip option, that is, flight, hotel, train, and bus will be clearly tabulated. You can also filter the data by specific interval ranges. To do this:

Note: This analytics report is available only if booking options are enabled for trips.

  • Click Admin View.
  • Go to Analytics on the left sidebar.
  • Click the Booking Stage Time Summary report under Trips.
  • Click the Interval Range dropdown in the right corner of the page.
  • Enter how many intervals you want and choose the time span (days or weeks) from the dropdown.
  • Click Apply.
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